Susan Slocum signed Childrens Health Care's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Childrens Health Care's EIN is 41-1754276.
Download the official 2024 Form 5500 (PDF) for Childrens Health Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Childrens Health Care's plan includes a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$799K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | — | $107.7M | 11.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $101.0M | 10.8% | |
| JPMorgan SmartRetirement 2040 R5 | Other securities | — | — | $100.6M | 10.7% | |
| JPMorgan SmartRetirement 2055 R5 | Other securities | — | — | $73.2M | 7.8% | |
| JPMorgan SmartRetirement 2050 R5 | Other securities | — | — | $65.2M | 6.9% | |
| JPMorgan SmartRetirement 2030 R5 | Other securities | — | — | $62.8M | 6.7% | |
| JPMorgan SmartRetirement 2045 R5 | Other securities | — | — | $61.4M | 6.5% | |
| JPMorgan SmartRetirement 2035 R5 | Other securities | — | — | $60.7M | 6.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $52.1M | 5.6% | |
| JPMorgan SmartRetirement 2025 R5 | Other securities | — | — | $42.2M | 4.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $25.9M | 2.8% | |
| JPMorgan SmartRetirement Income R5 | Other securities | — | — | $23.3M | 2.5% | |
| American Funds EuroPacific Growth R2 | Mutual Funds | — | — | $23.0M | 2.5% | |
| VOYA Fixed Plus Account II | Other securities | — | — | $22.0M | 2.3% | |
| Artisan Partners Small Cap Fund Investor | Other securities | — | — | $20.1M | 2.1% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $18.0M | 1.9% | |
| Metropolitan West Total Return Bond Administrative | Other securities | — | — | $17.6M | 1.9% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $15.9M | 1.7% | |
| Westwood Quality Small Cap Ultra | Other securities | — | — | $7.5M | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $6.5M | 0.7% | |
| Fidelity International Index | Mutual Funds | — | — | $6.1M | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $5.7M | 0.6% | |
| DFA Emerging Market Core Equity | Mutual Funds | — | — | $5.6M | 0.6% | |
| PGIM Global Total Return R6 | Other securities | — | — | $3.4M | 0.4% | |
| T. Rowe Price Modified | Other securities | — | — | $3.3M | 0.4% | |
| T. Rowe Price Modified Growth | Other securities | — | — | $3.0M | 0.3% | |
| T. Rowe Price Conservative | Other securities | — | — | $1.7M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
